How Knack Works
Design Your Database
Manage Your Records
Build Your Live Application
View and Share Your App
Do More With Knack
Connect Related Data
Users & Access
Calculations & Logic
Emails & Notifications
Search & Queries
Reporting & Dashboards
E-Commerce & Payments
Objects & Connections
Plan Your Connections: Complex Example
Working With Objects
Plan Your Connections: Simple Example
Plan Your Objects
Use Connections in Your App
Connecting Records Together
Connections: Troubleshooting & FAQs
Numeric Equation Functions
Date Equation Settings
Numeric Equation Settings
Text Formula Functions
CSV Format Guide for Importing
Working with Records
Deleting a Page That's Being Linked to
Working with Pages
Navigating the Page Preview
Printing Pages & PDFs
Table Column Settings
Source: Which Records Will the View Display
Using Action Links
Combining Fields from Connected Records in Views
Using Record Rules
Using Display Rules
Using Submit Rules
Users & Logins
Users and the Page Menu
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Single Sign-On with Google, Facebook, Twitter, and Custom
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Live App Security Settings
Tasks & Emails
How do I cancel my Knack account?
I'm over the storage limit for my account. How do I add more storage or get under the limit?
Need account access or to transfer account access because account owner or colleague left the company
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How do I show multiple dates on a calendar?
How do I add a logo to my app?
How do I find the most recent date from a connected object?
How do I create a field that always shows today's date?
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The menu isn't showing for my app on mobile devices. How do I fix that?
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How can I show a customer's payment history if I'm collecting payments through my Knack app and through cash or check?
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Do I need a separate user role object for my Vendors, Customers, Employees, Contacts, etc?
How can I set up my app so users see only their own data?
Can I combine two date fields into a single date field? For example, combining a start and end date into a single field?
Does Knack offer a service for building apps or have developers I can hire?
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Storing sensitive data (credit cards, social security numbers, etc.)
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How To Guides
Add Functionality to Your Live App
How To Create Discount Codes
Create an Add To Favorites Feature
How to Access Private Records Without a Login
Accept Payments in a Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Track Which User Last Updated a Record
Copy a Record Using Record Rules
Track When Records are Created and Updated
Create a Version History for Records
Use Zapier to Insert Connected Records
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
How to Create Dynamic Dropdowns in Forms
Add Read-Only Fields to a Form
How to Change the Layout of Forms
Create a Multi-Part Form
How to Allow Users to Add New Options in Forms
How to Add Instructions to a Form
How to Customize the Text on a Submit Button
How to Automatically Capture a User’s Location on a Form
How to Use URL Variables to Pre-Populate a Form
How to Add a Map to a Details View
How to Add Connection Links to Views
How to Add Inline Editing to a Table
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Table
Users & Logins
Force Users to Reset Their Passwords
Save a User's Payment Method
Create a Single Login Page for Multiple User Roles
Add Read-Only Access For Users
Show Records Connected To The Logged-in User's Company Or Other Group
Show Records Connected to the Logged-in User
Create an Admin User Role to View All Records
Workflow & Automations
Add a Pipeline to Your App
Create a Registration Form with Limited Availability
Add Stages to Your App
Store Multiple Images or Files for Individual Records
Use Multiple Image Sources for a Single Image Field
Create a Button or Link that Updates a Field to a Custom Value
Notify a User That an Item is Ready for Review
Add Assignments to Your App
Approve New Records Before Displaying Them
Add Notification & Reminder Emails to Your App
Add Status Indicators to Your App
Logic, Equations & Formulas
Start an Auto Increment Field from Any Number
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Set a Random ID
Calculate Age in Years from a Birthday
How To Number Line Items
Show Upcoming Birthdays
How to Extract the Start and End Dates from a Date Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
Build an Inventory Manager App
Build a Quiz App
Build a Warehouse Manager App
Build a Member Directory
Build an Orders App
Build a Map Directory or Store Locator App
Images & Files
Manage Your Account
Manage Your Account
About Knack Accounts
Account Plans and Billing
Managing Your Apps
Managing Your Account Settings
Sharing Apps with Shared Builders
App Settings: Map Provider
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
Security & Infrastructure
Security Best Practices
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Table of Contents
Updated by Danielle Kellogg
This article walks you through building an Inventory Manager app, allowing you to track current inventory levels for your products. Current inventory is updated by tracking incoming shipments and outgoing orders.
The main feature is using Parent-Child Connections and Formulas to aggregate total inventory received from incoming shipments and compare it against total inventory fulfilled via orders.
You can see the example app here.
Define the Objects
You will be adding several objects to store different kinds of records. Think of each object as its own spreadsheet.
Add a Products Object. This stores the details about each individual product being tracked.
Add a Number field called “Starting Inventory” that will be used to track how much inventory each product starts with. By default, our product will always start with 0 quantities:
Add a Purchases object. This stores the details about each product purchase made towards your products.
Replace the first field for an Auto Increment field instead, giving you a unique identifier for each purchase in the database:
Add a Connection Field:
- Product - Connects to Products
From the Connections panel on the right, click green "+” button and select the “Products” object and add it as a one-to-many connection:
Add a Number Field called “Quantity” that will be used to track how much stock will deplete from the total inventory:
Add an Orders object. This stores all the details about each outgoing Order, such as the product needed and total quantity ordered.
This object requires the exact same fields as the Purchases object, so we can copy that into a new object and call it Orders.
You can read more on how to copy an object fields here.
Define the Formulas
The Products object is going to need some Sum Formulas to total the quantity of Inventory Received and Inventory Sent.
Add a Sum field that will track total Quantities from the Purchases connection:
Add a Sum field that will track total Quantities from the Orders connection:
Inventory On Hand
Add an Equation field that adds Starting Inventory to Inventory Received and subtracts the Inventory Sent:
Build the Live App
Now that the data is defined, it's time to build the pages for the live app, so others can use the app as well.
This page manages the Product records.
From Pages, add a new page and select the Products object. When it comes down to selecting the view types, you can select multiple views at once.
Select the Menu view with a form attached to add a new Product record.
Select the Table view to display all Products. Include the Details view for the table and any desired child views (such as a table of all Purchases made for the selected Product):
This page manages Purchase records. When you need to increase inventory for a specific Product, a new Purchase record must be created.
Add a new page and select the Purchases object.
Just like the Current Inventory page, select the Menu view with the form and the table view along with a details view of the selected purchase:
This page manages Orders records. When you need to send a specific Product out, a new Order record must be created.
Add a new page and select the Orders object.
Nothing different here, select the Menu view with the form along with the table view of records: